Task Tracker

Overview

Task management for crew members, enabling structured workflow.

Key Function

  • Assign, edit, and complete tasks onboard.

  • Prioritize urgent tasks with notifications.

Step-by-Step Guide to add a Task :

  1. Go to Charter Management in the left-hand side sidebar.

  2. Select Task Tracker.

  3. To add a new task click on the "Add" button, located on the top right of the screen.

  4. Fill in your task details.

  5. Click the "Save" button

Step-by-Step Guide to Add an event based task trigger :

  1. Select Task Tracker

  2. Click on the 'events' button

  3. Click 'Create'

  4. Give the event a name (for eg. Charter booking)

  5. Add the task. you can create multiple tasks for each event. Make sure you label them clearly. You can the create sub tasks for each task.

  6. Assign the tasks to specific users and/or departments

  7. You can give each task a clear description.

  8. Then save the template

  9. When that specific event occurs, you can click on the play icon next to the event. You can either schedule the task trigger or you can send it out immediately. Once sent all related departments and users will be notified.

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